1. Diane Rook Sullivan, A.S.A., M.A.A.A.
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San Diego, California
619.876.0864 di.sullivan@yahoo.com
Education:
Bachelor of Science in Applied Mathematics and Statistics, with Honors
San Diego State University - San Diego, California
Professional Memberships:
• Associate, The Society of Actuaries
• Member, The American Academy of Actuaries
Summary of Qualifications:
Over 15 years of proven retirement and health plan administration and actuarial expertise including
actuarial consulting, project management and business analyst experience.
• Extensive experience with a variety of retirement programs in the design, implementation, funding and
administration of defined benefit (salaried, hourly and union), defined contribution, non-qualified,
deferred compensation and post-retirement medical plans.
• Significant experience in vendor management including compliance with contract and service level
agreements including heading the RFP process.
• Significant knowledge and experience in employee benefits pension and health regulations, legislation,
compliance and guidance including ERISA, FASB and ACA.
• Effective communication, management and leadership skills with both technical and non-technical teams
ranging in size of 5-15 members across multiple offices and practices.
• Able to establish effective and cooperative relationships with leadership, vendors, consultants and
employees at all staff levels.
• Adept at streamlining and summarizing complex reports, communications, policies and documents for
effective presentation.
• Excellent analytical, organizational, management and strategic skills.
• Excellent written, interpersonal and presentation skills.
• Prior actuarial and project management experience with energy and other organizations include:
Hawaiian Electric Industries, Inc., Tucson Electric Power (Salaried & Hourly Plans), SDCERA, Kyocera,
Children’s Hospital & Health Center (CHHC), and Kaiser Permanente.
Technical Skills:
• Microsoft Excel, Word, PowerPoint, Project, SharePoint, Access and Outlook.

2. Diane Rook Sullivan, A.S.A., M.A.A.A. 619.876.0864 di.sullivan@yahoo.com
PROFESSIONAL EXPERIENCE:
Kaiser Permanente, San Diego
2013 – Present
Compliance Consultant & Actuary
• Responsible for the analysis, interpretation and evaluation of new legislation and regulations to insure
compliance with and implementation of all employee benefitplan changes in accordance with legislative due
dates.
• Responsible for the on-going analysis and interpretation of the impacts of the regulations and
requirements for integration with Kaiser business policies, procedures and technology in order to best
position the organization for implementation and compliance.
• Instrumental in designing a functional and robust issue tracking and resolution system for Healthcare
Reform consumer issues. Responsible for the development of dashboards for reporting issue metrics to
leadership and stakeholders.
• Actively participates in ongoing team and carrier meetings, planning and strategizing sessions and ad hoc
projects and report preparation.
Buck Consultants, a Xerox Corporation, San Diego
2008 – 2012
Health Actuary & Project Manager
• Provided managed care and post retirement plan consulting and valuation analysis.
• Annual pricing and valuation, claimfunding and trend analysis of various plan types.
• Provided health benefit plan consulting to clients for compliance with all legislation and regulations
including integrating Healthcare Reform Act changes.
• IBNR analysis and OPEB evaluation projects.
• FAS 106 and GASB post-retirement benefit valuations, including report preparation and review.
• Ad-hoc client and industry research, comparison and projection projects and reports.
WIS International (formerly Washington Inventory Service), San Diego
2007 – 2008
Benefits Analyst - Independent Benefits Consulting Project/Assignment–
• Provided benefits consulting services for an international inventory services company.
• Responsible for providing project management for an extensive and complex pension and 401(k) plan
audit.
• Preparation and review of employee benefit plan compliance communications and disclosures.
• Responsibilities included staff assignments, coordination of responses to the auditor, tracking and
developing documentation and follow-up processes. The outcome of those efforts avoided WIS millions
of dollars in fines.
• Appointed as the liaison for the various plan vendors.

3. Diane Rook Sullivan, A.S.A., M.A.A.A. 619.876.0864 di.sullivan@yahoo.com
Towers Watson, San Diego
1986-2006
Technology Solutions Practice – Actuary & Project Manager
• Project lead responsible for the overall and day-to-day management of multiple benefit administration
implementation projects and client relationships including staffing and resources, project scope,
productivity, quality assurance, schedules, project deliverables, budgets, forecasting, billing and
monitoring practice member performance.
• Developed standardized systemtraining and education procedures for clients and their employees.
Prepared, documented and provided comprehensive on-site training and education procedures to users
and key members of management for a variety of systemimplementations.
• Business analyst responsible for gathering data, documenting, analysis and design of requirements and
preparing/reviewing detailed system requirements specifications, including enhancements.
• Other responsibilities included account and billing management as well as business development
activities and personnel management and mentoring.
Retirement Practice - Consulting Actuary
• Worked with a variety of retirement programs in the design, implementation, funding and administration
of defined benefit (salaried and union), defined contribution, non-qualified, deferred compensation and
post-retirement medical plans.
• ERISA compliance, plan design studies, early retirement windows and QDRO preparation.
• Preparation and review of actuarial valuation reports and government form 5500 filing requirements.
• Preparation and review of financial statements including FASB and GASB expense and reporting
requirements and statements.
References:
Professional and personal references available upon request.